+23.1%
JPMB vs VOO
+209.6%
-186.5%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | -1.2% | -1.1% | -0.1% | -0.9% |
| 3M | -1.4% | +3.9% | -5.3% | -2.4% |
| 6M | +0.6% | +13.6% | -13.0% | -2.7% |
| YTD | +0.5% | +12.7% | -12.2% | -2.7% |
| 1Y | +2.3% | +17.6% | -15.3% | -2.1% |
| 3Y | +24.2% | +77.3% | -53.1% | +6.2% |
| 5Y | +4.4% | +84.1% | -79.7% | -12.4% |
| All | +23.1% | +209.6% | -186.5% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling